Institutional Ownership Schwab Intermediate Term Us Tr (SCHR)
This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR). We have compiled data on the 497 institutions that hold shares in the stock, with a total of 370 Million shares, which have been reported (via 13F filing form) to have a value of $9.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
348,131
shares
|
$8.68 Million
0.03% of portfolio
|
Q2 2025
Reduced 59.68%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
342,715
shares
|
$8.55 Million
0.0% of portfolio
|
Q2 2025
Added 38.02%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
342,245
shares
|
$8.54 Million
0.47% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Darrow Company, Inc.
|
Jul 30, 2025 Q2 2025 |
341,775
shares
|
$8.52 Million
4.35% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
337,542
shares
|
$8.42 Million
0.12% of portfolio
|
Q2 2025
Added 8.64%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Aug 05, 2025 Q2 2025 |
332,843
shares
|
$8.3 Million
8.29% of portfolio
|
Q2 2025
Added 7.49%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
327,931
shares
|
$8.18 Million
0.38% of portfolio
|
Q4 2024
Added 50.01%
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
325,987
shares
|
$8.13 Million
2.04% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 14, 2025 Q2 2025 |
283,377
shares
|
$7.07 Million
1.8% of portfolio
|
Q2 2025
Reduced 15.43%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
275,878
shares
|
$6.88 Million
7.83% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
269,685
shares
|
$6.73 Million
0.0% of portfolio
|
Q2 2025
Added 11.12%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
264,455
shares
|
$6.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.64%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
262,825
shares
|
$6.55 Million
2.85% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Advocate Group LLC
|
Jul 25, 2025 Q2 2025 |
261,885
shares
|
$6.53 Million
1.17% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
260,893
shares
|
$6.51 Million
0.09% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
260,230
shares
|
$6.49 Million
2.15% of portfolio
|
Q1 2025
Reduced 26.49%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
257,998
shares
|
$6.43 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Aug 06, 2025 Q2 2025 |
257,547
shares
|
$6.42 Million
0.15% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
236,316
shares
|
$5.89 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
234,462
shares
|
$5.85 Million
0.58% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
232,079
shares
|
$5.79 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
223,893
shares
|
$5.58 Million
1.09% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jul 28, 2025 Q2 2025 |
222,916
shares
|
$5.56 Million
2.21% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
221,111
shares
|
$5.51 Million
1.84% of portfolio
|
Q2 2025
Added 7.17%
|
|
|
Code Waechter LLC
Tampa, FL |
Aug 05, 2025 Q2 2025 |
212,581
shares
|
$5.3 Million
3.81% of portfolio
|
Q2 2025
Added 1.44%
|